Warner Group LLC More: the full row for Warner Group LLC 5,926 $928K 0.57% -37,513 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 5,900 $924K 0.15% -87 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,860 $918K <0.01% +733 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,718 $896K 0.09% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,711 $895K <0.01% +216 13F-HR/A Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 5,673 $889K 0.24% +506 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,638 $883K 0.32% -2 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,599 $877K 0.55% -50 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,588 $875K 0.01% -112 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,583 $874K 0.05% +692 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,577 $874K 0.8% -3,543 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 5,561 $871K +1,281 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,412 $848K 0.01% -4 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,341 $837K 0.03% +3,088 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,332 $835K 0.46% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,163 $809K 0.25% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,132 $804K 0.01% new 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,007 $784K 0.33% -1,140 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,954 $776K 0.23% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,908 $769K 0.05% +960 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,397 $755K 0.1% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,800 $752K 0.09% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,780 $749K 0.08% +1,322 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,741 $743K 0.02% +626 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,703 $736K 0.04% +813 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,682 $733K <0.01% +772 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,643 $727K 0.14% +1,379 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,632 $726K 0.02% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,591 $719K 0.06% -200 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,549 $713K 0.54% +1,854 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,535 $710K 0.33% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,483 $702K <0.01% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,420 $692K 0.02% +125 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,420 $692K 0.03% +129 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,416 $692K 0.02% +1,258 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,397 $689K <0.01% -469 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,381 $686K 0.01% -30 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,378 $686K <0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,318 $676K 0.05% +1,893 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,316 $676K 0.04% -6,442 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,286 $671K 0.07% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,223 $661K 0.04% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,173 $654K 0.12% +390 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,121 $645K 0.03% +2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,106 $643K 0.17% -99 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,079 $639K 0.09% +1,540 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,070 $638K 0.19% +137 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,562 $636K +241 Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,964 $621K 0.02% +210 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,905 $612K 0.01% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,806 $596K 0.02% +122 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,803 $596K 0.54% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,792 $591K <0.01% +394 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 3,719 $583K 0.1% +20 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,719 $582K 0.01% -9 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,682 $577K 0.01% +318 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,653 $572K 0.03% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,615 $566K 0.51% 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,521 $551K 0.27% -557 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,131 $549K 0.12% +25 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,457 $541K <0.01% +170 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,451 $541K 0.02% -179 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,436 $538K 0.11% 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,415 $535K 0.06% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,061 $534K 0.13% +1 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,400 $533K 0.1% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,000 $526K 0.03% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,288 $515K 0.13% +1,127 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 3,254 $510K 0.07% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,189 $499K 0.06% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,176 $497K 0.33% +50 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 3,154 $494K 0.12% +391 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,725 $493K 0.02% +2,271 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,094 $485K 0.01% -71 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,026 $474K 0.14% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,017 $472K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,002 $470K 0.01% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,847 $446K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,807 $440K 0.02% -107 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,756 $432K 0.28% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,731 $428K 0.01% +62 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,443 $427K 0.07% +938 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,694 $422K <0.01% -442 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,665 $417K 0.23% +600 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,593 $406K <0.01% +502 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,587 $405K 0.01% +280 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,579 $404K 0.05% -61 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,470 $387K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,406 $377K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,385 $377K 0.04% -38 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,403 $376K <0.01% -95 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,400 $376K 0.08% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,369 $371K 0.01% +257 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,364 $370K 0.07% -243 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,334 $366K <0.01% -2,289 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 2,308 $362K 0.02% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,301 $360K 0.07% +5 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,272 $356K 0.38% +293 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,261 $354K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,248 $352K 0.01% +471 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,217 $350K 0.02% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,200 $345K 0.17% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,191 $343K 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,175 $341K <0.01% +49 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,154 $337K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,133 $337K <0.01% +669 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,145 $336K 0.17% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 2,008 $335K 0.33% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,134 $334K 0.06% -100 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,134 $334K <0.01% +63 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,130 $334K 0.03% +5 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,126 $333K <0.01% +373 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,115 $331K 0.02% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,892 $329K 0.22% 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,092 $328K 0.06% -611 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,083 $326K 0.03% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,054 $322K 0.04% +61 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,030 $318K 0.13% +8 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,028 $318K <0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,026 $317K 0.02% new 13F-HR/A Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,023 $317K 0.02% +236 13F-HR Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,000 $313K 0.05% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,000 $313K 0.28% 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,983 $311K 0.3% -4,143 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,976 $310K 0.02% +51 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,964 $308K 0.08% -306 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,942 $304K 0.02% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,925 $302K 0.09% +75 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,883 $295K 0.09% +6 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,863 $292K 0.01% +378 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,859 $291K 0.17% -1,019 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,855 $291K 0.09% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,800 $282K 0.01% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,800 $282K 0.15% +100 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,800 $282K 0.17% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,792 $281K 0.04% 0 13F-HR/A Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,733 $271K 0.06% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,726 $270K 0.03% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,712 $268K 0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,711 $268K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,708 $268K 0.04% +213 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,708 $267K 0.01% -975 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,686 $264K 0.03% -3 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,678 $263K 0.01% -8 13F-HR Timeline Group SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,653 $259K 0.14% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,640 $257K 0.07% -15 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,640 $257K 0.04% 0 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,638 $257K 0.06% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,634 $256K 0.08% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,634 $256K <0.01% +287 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,610 $252K 0.13% -322 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,595 $250K 0.14% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,590 $249K 0.02% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,588 $249K -5 Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,574 $247K 0.17% +125 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,573 $246K <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,573 $246K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,547 $242K 0.01% -199 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,532 $240K 0.01% new 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 1,532 $240K 0.12% 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,525 $239K 0.19% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,489 $233K 0.02% -161 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,485 $233K 0.19% 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,471 $230K 0.09% 13F-HR/A Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,455 $228K 0.05% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,441 $226K 0.03% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,408 $221K 0.03% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,404 $220K 0.01% 0 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 1,397 $219K 0.14% -79 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,389 $218K <0.01% +30 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,343 $210K 0.03% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,253 $210K 0.03% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,338 $210K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,337 $209K <0.01% +520 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,331 $208K 0.07% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,276 $206K 0.03% 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,310 $205K 0.02% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,297 $205K <0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,301 $204K 0.01% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,298 $203K 0.07% -20 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,295 $203K <0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,293 $203K <0.01% new 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 1,290 $202K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,290 $202K <0.01% +33 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,284 $201K 0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,230 $193K 0.01% -109 13F-HR/A Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,184 $185K 0.01% +159 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,135 $178K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,104 $173K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,104 $173K <0.01% +70 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,075 $168K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,065 $167K <0.01% new 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,050 $164K <0.01% +900 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,045 $164K 0.05% +40 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,035 $162K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $157K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,000 $157K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 913 $143K 0.01% -17,601 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 885 $139K 0.03% +100 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,573 $125K 0.02% new 13F-HR Timeline